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AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
826
Physician Wealth Advisors
Utah
$392K – – –
MGIM
827
M&G Investment Management
United Kingdom
$390K -$1.53M -24,835 -79%
OSAM
828
O'Shaughnessy Asset Management
Connecticut
$389K +$60.8K +984 +18%
HT
829
Heritage Trust
Oklahoma
$388K +$403K +6,520 New
IAN
830
Integrated Advisors Network
Texas
$387K -$4.02M -65,022 -91%
WAM
831
Wealthspire Advisors (Maryland)
Maryland
$387K +$31.7K +513 +9%
PPSG
832
Princeton Portfolio Strategies Group
New Jersey
$386K – – –
IWM
833
IHT Wealth Management
Illinois
$386K +$18.8K +305 +5%
CCM
834
CAAS Capital Management
New York
$386K +$402K +6,500 New
EGA
835
E&G Advisors
Texas
$385K -$19.5K -316 -5%
IEFM
836
IQ EQ Fund Management
Ireland
$385K – – –
CVM
837
Cheviot Value Management
California
$383K – – –
UB
838
UMB Bank
Missouri
$383K – – –
MFW
839
Meristem Family Wealth
Minnesota
$382K – – –
MGIA
840
Moneta Group Investment Advisors
Missouri
$379K +$65.8K +1,065 +20%
IAA
841
Independent Advisor Alliance
North Carolina
$378K -$748K -12,106 -66%
LBC
842
Lawrence B. Cohen
$376K -$25K -405 -6%
PCA
843
Personal Capital Advisors
California
$376K +$85K +1,376 +28%
BB
844
Berkshire Bank
Massachusetts
$376K +$390K +6,318 New
CIA
845
Capital Investment Advisors
Georgia
$373K -$13.7K -222 -3%
KWM
846
Kingsview Wealth Management
Oregon
$369K -$53.4K -864 -12%
SB
847
Simmons Bank
Arkansas
$369K – – –
I2I
848
Insight 2811 Inc
Illinois
$367K -$18.5K -300 -5%
FMTCOCP
849
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$366K – – –
FWCM
850
Ferguson Wellman Capital Management
Oregon
$364K – – –
32 33
34
35 36